Quandri launches Connect, the first AI-driven solution for renewal communications

Quandri Technologies Inc., the industry’s leading provider of Renewal Intelligence, has announced the launch of Connect, an AI-powered client communication tool that seamlessly transforms client policy data from Epic into context-rich, client-specific renewal emails at scale. With this innovation, Quandri now offers a fully automated renewal solution, covering policy analysis and review, requoting, and client communication, enabling agencies and brokerages to deliver a higher level of service and increase retention with minimal manual effort.

By leveraging Quandri, advisors can provide personalized, data-driven outreach tailored to each unique policyholder upon renewal. Connect generates AI-driven, client-specific messages, complete with recommendations to round out their coverage, take advantage of discounts, and more. In an industry where strong relationships are key to retention and resources can be limited, agencies and brokerages tend to focus their efforts on retaining a small subset of high-value “VIP” clients. With Connect, advisors can provide a proactive and personalized experience to more clients, increasing satisfaction and retention rates across the board.
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What would take advisors up to 20 minutes to craft manually, Connect accomplishes in seconds — auto-generating personalized messages that incorporate policy changes and key renewal insights. “It’s a game-changer — our clients will receive renewal communications that are not only timely but also deeply personal and relevant to their needs,” said Jessica Yelland, Director of Business Systems & Privacy at Harvard Western. “Our advisors will realize the benefits of AI-powered emails too, reclaiming precious time to devote to higher-value services that further enhance our clients' renewal experience.” 

Before sending an email via Connect, advisors can review and refine their message if desired. Once sent, the client receives a professional, educational and valuable email about their upcoming policy renewal.

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"With Connect, our Renewal Intelligence Platform can now put your renewal process on autopilot. Quandri can analyze, quote and proactively connect with your end clients in a hyper-personalized, and highly contextual way, on every single renewal. This frees up your staff to focus on the most important items on their plate."

-Jackson Fregeau, Quandri’s CEO and Co-founder.

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Visit quandri.io/connect for more information on Quandri's latest product release.

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About Quandri Technologies, Inc. 

Quandri transforms the policy renewal process for personal lines insurance brokerages by automating time-consuming and repetitive tasks, identifying actionable policy insights and enabling insurance brokerages and agencies to achieve profitability and scale. Quandri's Renewal Intelligence Platform uses AI-enabled agents to accomplish manual, repetitive tasks within your Applied Epic BMS, which in turn enables your human agents to focus their efforts on more valuable work, such as calling clients and selling additional policies.

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